Policyholder Collaboration

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Policyholder Collaboration

2 articles

Hide the Policyholder Preferences feature

Click on your name at the top of your dashboard. Select Administration. Click General Appearance. Click the Policyholder Preferences switch under General Appearance to Yes. Click Save.

Updated 1 year ago by Jennifer B.

What options you can make available policyholders and team members

Policyholder Collaboration Policyholder Action Emails Team members are notified anytime policyholders make changes on their dashboard. Changes include uploading photos, documents, and video, as well…

Updated 1 year ago by Jennifer B.

Policyholder Collaboration

Hide the Policyholder Preferences feature

What options you can make available policyholders and team members

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